Overview
Assets Under Management: $297 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 694
Discretionary Accounts: 694
Regulatory Filings
CRD Number: 122728
Last Filing Date: 2024-11-08 00:00:00
Website: https://fpcwealth.com